Sierra Ocean’s Webster Financial WBS Stock Holding History

Sierra Ocean’s Portfolio WBS Stock Details WBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-37	Closed	-$2.02K	–	954
2025 Q2	$2.02K	Hold	37	–	–	﹤0.01%	762
2025 Q1	$1.91K	Hold	37	–	–	﹤0.01%	792
2024 Q4	$2.04K	Buy	+37	New	+$2.03K	﹤0.01%	765

Other funds holding WBS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sierra Ocean's WBS Position: Q3 2025 in Review

Sierra Ocean sold out of Webster Financial (WBS) in Q3 2025, closing a stake of 37 shares — an estimated $2.02K sold.

Sierra Ocean first reported a position in WBS in Q4 2024 and held it in 3 quarters. The position peaked at $2.04K in Q4 2024. 514 funds tracked by Wall St. Rank hold WBS as of Q3 2025.

Sierra Ocean reported no remaining Webster Financial position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 37 Webster Financial shares in Q3 2025, an estimated $2.02K.
Sierra Ocean first reported a position in Webster Financial in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Webster Financial position peaked at $2.04K in Q4 2024.
514 funds tracked by Wall St. Rank held Webster Financial as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.